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My Personal CFO LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

My Personal CFO LLC’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21,457
Closed -$2.55M – 128
2025
Q3 		$2.55M Buy
+21,457
New +$2.47M 0.99% 30
2023
Q1 		– Sell
-792
Closed -$75K – 419
2022
Q4 		$75K Buy
+792
New +$76K 0.07% 109

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

My Personal CFO LLC's IJR Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 21,457 shares — an estimated $2.55M sold.

My Personal CFO LLC first reported a position in IJR in Q4 2022 and held it in 2 quarters. The position peaked at $2.55M in Q3 2025. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • My Personal CFO LLC reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 21,457 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $2.55M.
  • My Personal CFO LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 2 quarters.
  • My Personal CFO LLC's iShares Core S&P Small-Cap ETF position peaked at $2.55M in Q3 2025.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.